Tax Configuration Basics
Why Configure Taxes First
⚠️ Important: Configure taxes BEFORE creating units. This ensures:
Correct pricing displays to customers
Accurate invoice calculations
Proper tax collection from day one
Canadian Tax Overview
How Taxes Work
In Canada, you'll collect one or two types of sales tax:Option 1: HST (Harmonized Sales Tax)
Single combined tax in Ontario, Nova Scotia, New Brunswick, Newfoundland, and PEI
Rates: 13% (Ontario) or 15% (Atlantic provinces)
Option 2: GST + PST
GST: 5% federal tax (all provinces)
PST: Provincial tax in BC (7%), Saskatchewan (6%), Manitoba (7%), Quebec (9.975% QST)
Option 3: GST Only
Alberta, Northwest Territories, Nunavut, Yukon
Only 5% GST applies
Quick Setup Guide
Step 1: Access Tax Settings
From your facility dashboard:
Go to Settings or Paramètres
Click Tax Configuration or Configuration fiscale
Step 2: Enter Your Tax Information
For HST Provinces (Ontario, Atlantic)
Select "HST" as tax type
Enter your combined rate (13% or 15%)
Add your Business Number (15 digits: 123456789 RT 0001)
For GST + PST Provinces
Configure GST at 5%
Add provincial PST rate
Enter both federal and provincial tax numbers
For GST-Only Provinces
Configure only GST at 5%
Leave provincial fields empty
Step 3: Save and Verify
Review your settings
Save configuration
Tax calculation will now apply to all pricing
Common Tax Rates by Province
| Province | Total Tax | Breakdown | |----------|-----------|-----------| | Ontario | 13% | HST | | British Columbia | 12% | 5% GST + 7% PST | | Alberta | 5% | GST only | | Quebec | 14.975% | 5% GST + 9.975% QST | | Nova Scotia | 15% | HST | | Saskatchewan | 11% | 5% GST + 6% PST | | Manitoba | 12% | 5% GST + 7% PST |
Verification Checklist
After setup, verify:
[ ] Tax rates match your province
[ ] Business number format is correct
[ ] Test calculation shows correct tax amount
Common Questions
Q: What if I'm not registered for GST/HST? A: You must register if your revenue exceeds $30,000 annually. Contact CRA for registration.Q: Can I change tax rates later? A: Yes, but only when government rates change. Contact support for assistance.Q: Do I charge tax on security deposits? A: No, deposits aren't taxed until forfeited. Stortech handles this automatically.
Next Steps
With taxes configured, you're ready to create your units. Continue with the Units & Pricing Guide.
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